Civic Intelligence

John D and Sally S Levy Charitable

EIN 43-1461622 • Clayton, MO

224 Lancaster DriveClayton, MO 63105
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2023

Net Margin

2nd percentile

-409%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2023

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,496,066 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $2,496,066 (-100%) from 2022

Operations
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Down

$610,953

Down $132,643 (-18%) from 2022

Expenses

Up

$3,107,019

Up $2,823,293 (+995%) from 2022

Net Income

Down

-$2,496,066

Down $2,955,936 (-643%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,462,339Liabilities 2011: $02011Assets 2012: $1,583,465Liabilities 2012: $02012Assets 2013: $1,830,439Liabilities 2013: $02013Assets 2014: $2,106,460Liabilities 2014: $02014Assets 2015: $1,966,885Liabilities 2015: $02015Assets 2016: $1,910,063Liabilities 2016: $02016Assets 2019: $1,809,424Liabilities 2019: $02019Assets 2020: $1,786,444Liabilities 2020: $0Net Assets 2020: $1,786,4442020Assets 2021: $2,331,291Liabilities 2021: $0Net Assets 2021: $2,331,2912021Assets 2022: $2,496,066Liabilities 2022: $0Net Assets 2022: $2,496,0662022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $52,584Expenses 2011: $56,282Net Income 2011: -$3,6982011Revenue 2012: $38,050Expenses 2012: $13,415Net Income 2012: $24,6352012Revenue 2013: $60,394Expenses 2013: $32,032Net Income 2013: $28,3622013Revenue 2014: $141,783Expenses 2014: $100,298Net Income 2014: $41,4852014Revenue 2015: $116,212Expenses 2015: $38,515Net Income 2015: $77,6972015Revenue 2016: $209,982Expenses 2016: $113,160Net Income 2016: $96,8222016Revenue 2019: $143,578Expenses 2019: $97,541Net Income 2019: $46,0372019Revenue 2020: $53,178Expenses 2020: $87,272Net Income 2020: -$34,0942020Revenue 2021: $82,164Expenses 2021: $9,013Net Income 2021: $73,1512021Revenue 2022: $743,596Expenses 2022: $283,726Net Income 2022: $459,8702022Revenue 2023: $610,953Expenses 2023: $3,107,019Net Income 2023: -$2,496,0662023

Highlighted filing

2023

Revenue$610,953
Expenses$3,107,019
Net Income-$2,496,066
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$610,953
Expenses
$3,107,019
Net income
-$2,496,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.61$3.11$2.50
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.74$0.28$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.01$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$1.81$0.00$0.14$0.10$0.05
2016Summary only. Only limited summary data is available for this year.$1.91$0.00$0.21$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$0.12$0.04$0.08
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.83$0.00$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.04$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.05$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Oct 29, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONT LEVYTrustee-$0--
J DAVID LEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John D and Sally S Levy Charitable
EIN
43-1461622
Phone
3149665160
Address
224 LANCASTER DRIVE, CLAYTON, MO 63105

Signing Officer

Name
Mont Levy
Title
Trustee
Phone
3149665160
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Jason M Uetrecht
Phone
3142903300
Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DissolutionStmt/DissolutionInformationGrp/DissolutionAmt01821567
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0ALL THE ASSETS AT FAIR MARKET VALUE OF $1,821,567 WERE TRANSFERRED TO THE NEW FOUNDATION. THE NEW FOUNDATION NAME: JOHN AND SALLY LEVY FAMILY FOUNDATION, EIN: 37-6760876, ADDRESS: 224 LANCASTER DRIVE, SAINT LOUIS, MO 63105 AND DATE OF THE TRANSFER - 8/18/2023
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt012 MILLSTONE CAMPUS DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1224 LANCASTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03098364
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt080485
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt062394
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03081145
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03018751
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062394
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03099236
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03018751
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03081145
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062394
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0ALL THE ASSETS AT FAIR MARKET VALUE OF $1,821,567 WERE TRANSFERRED TO THE NEW FOUNDATION. THE NEW FOUNDATION NAME: JOHN AND SALLY LEVY FAMILY FOUNDATION, EIN: 37-6760876, ADDRESS: 224 LANCASTER DRIVE, SAINT LOUIS, MO 63105 AND DATE OF THE TRANSFER - 8/18/2023
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05310
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MONT LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03149665160
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN D AND SALLY S LEVY CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0431461622
ReturnHeader/Filer/PhoneNum03149665160
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 LANCASTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430765316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RUBINBROWN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07676 FORSYTH BLVD SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03142903300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON M UETRECHT
ReturnHeader/ReturnTs02024-10-29T15:24:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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